Search results

SEC escalates private credit scrutiny, Carta pursues 401(k) equity reform, AI preemption stalls, and data privacy bill advances—plus prediction market insider trading enforcement.

Understand the core responsibilities of a fund manager in private equity and venture capital. This guide covers your role throughout the fund lifecycle, from investment strategy and fund operations to LP relations and compliance.

Learn the fundamentals of private market investing, covering the key participants, common investment structures, strategic advantages, and potential risks.

Carta meets with top regulators on the Hill to advocate for equity-based 401(k) contributions. In addition, the SEC and CFTC propose Form PF changes as private credit faces new scrutiny.

A partner capital account (PCAP) statement is the definitive record of an investor's equity in a fund. Learn its key components and why accurate, timely reporting is important for fund administration.

AI policy accelerates in Washington, meanwhile, Congress reauthorizes SBIR/STTR programs. Plus, new tentative stablecoin deals and the INVEST Act aim to modernize capital formation and digital asset regulation for the innovation ecosystem.

Unlock critical fund data with Carta Document Intelligence. Automatically extract over 150 fields from SPAs and make them searchable and queryable for rapid VC/PE insights.

Unlock VC/PE dealflow and stakeholder analytics instantly. Use the Carta CRM Plugin to query your live CRM data directly in Claude for rapid insights.

Carta Plugins for Claude bring your fund data directly into AI. Query cap tables, fund metrics, and portfolio data in plain language without leaving Claude. Access live data securely, run scenarios, and get instant answers.

Automate LP reporting, portfolio reviews, and AGM creation with the Carta Investors Plugin. Connect Claude to your live fund data for rapid analysis and custom reports.

Portfolio valuation software for private capital. Carta's ERP automates data collection, waterfall modeling, and fund accounting in one integrated platform. Build audit-ready valuations faster, handle complex deal structures, and prepare for regulatory scrutiny.